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Invesco Exchng Traded Fd Tr calif amt mun shares owned by Hrt Financial

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr calif amt mun (PWZ) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial investment in Invesco Exchng Traded Fd Tr calif amt mun

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All positions including Invesco Exchng Traded Fd Tr calif amt mun held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr calif amt mun by Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 12k 23.92
2025-03-31 $341k 14k 23.79
2024-12-31 $277k 11k 24.62

More positions owned by Hrt Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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NVIDIA Corporation (NVDA)
Apple Put
Ishares Tr Russell 2000 Etf (IWM)
Nvidia Corporation Put
Microsoft Corporation (MSFT)
Microsoft Corp Put
Johnson & Johnson (JNJ)
Amphenol Corp Cl A (APH)
Applovin Corp Call
Grab Holdings Class A Ord (GRAB)
Apple Call
Tesla Motors (TSLA)

View all positions for Hrt Financial

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

Wealthfront Advisers
Mercer Global Advisors
Gerber Kawasaki Wealth & Investment Management
Miracle Mile Advisors
Stratos Wealth Partners
Syon Capital
EP Wealth Advisors
Morgan Stanley
LPL Financial
First Foundation Advisors
Goldman Sachs Group
Guggenheim Capital, LLC Managers
Jane Street
Pure Financial Advisors
First American Trust

View all funds holding Invesco Exchng Traded Fd Tr calif amt mun